When implementing SAP Business One, various tools, such as UI Configuration and DTW are used. Previously, each tool was launched and activated differently - some as add-ons and some as external processes, and they were not easily accessible. In some cases, users even didn’t know about their existence.
In order to simplify this aspect of the implementation process, and to ensure that consultants are aware of the variety of the available tools, SAP Business One provides you a single point of entry – a consolidated menu that lists all the tools. This is the “Implementation Tasks” window, which can be found under Administration > System Initialization > Implementation Center menu.
Here you can view all the available tools, and by clicking each item, the relevant tool is launched behind the scenes, in a way that is transparent to the user (for example if the tool is not yet installed, it’ll install it).
This window was first introduced in SAP Business One, version for SAP HANA 9.0 and SAP Business One 9.0 with four of the most important tools and starting from release 9.2, PL 03, many more tools are added to this window, as listed in the following table:
Tool | Description |
Configuration | |
Express Configuration Wizard | Configure company settings such as accounting, stock, business partners, sales and purchasing, banking and users. |
Electronic File Manger | Design file formats (GEP, BPP, BFP, SPP) for converting retrieved data into required formats for various uses |
Financial Template Import Wizard | Import financial report templates from Excel file. |
Report & Layout Manager | Manage your reports and layouts in Print Layout Designer and Crystal Reports |
Solution Packager | Package a preconfigured solution that you can later use to create a new company |
Customization | |
UI Configuration | Customize the user interface of various windows by using customizable templates. For example, change location of fields |
UDF | Add your own fields for various objects, such as master data and transactions. |
UDT | Add your own tables for storing additional data in the database |
UDO | Add your own objects for extending the existing functionality |
Data Handling | |
Import from excel | Add and update master data records by using Excel files |
DTW | Import data from 3rd party systems via Microsoft Excel templates or open Database connectivity (ODBC) |
Quick Copy | Copy data between two SAP Business One companies using a file |
Transfer posting correction wizard | Post corrections resulting from VAT changes, for amounts transferred from revenue or expense accounts to new accounts |
In order to better organize the tools, the Implementation Tasks window was divided into three tabs: Configuration, Customization and Data Handling, each tab contains entry points to the tools belong to respective category:
Open the Implementation Tasks window and initiate more simple and accurate implementation of SAP Business One.
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